Define a task relationship allowed from the task relationship type record

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Define the Task Relationships Allowed from the Task Relationship Type record.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > Task Relationships > Relationship Types.
    2. Select a Task Relationship Type record.
    3. In the Task Relationship Allowed related list, select New.
    4. Populate the parent and child tables to define which tables are able to accept the relationship.
    5. Wahlweise: Define scripts to run in the Parent and Child script fields.

      These scripts are run when a parent or child record is run to automatically generate the other task (child or parent). These scripts use the current value of the new record, as opposed to the source record which triggered the script.

    6. Select Submit.